Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle A. Smith is a registered representative with Planmember Securities Corp. Kyle has been in the financial industry since February 17, 2013 and has been registered with Planmember Securities Corp. since November 3, 2020. Kyle holds the Series 6, Series 63, Series 65 and SIE licenses. Kyle works out of Planmember Securities Corp. branch office located in Carpinteria, CA and is licensed to provide investment advisory and brokerage services to individuals, families and small businesses in 29 states. Kyle also has an office of convenience located in San Diego, CA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/03/2020 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IA
Issued 11/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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